INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 143 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,111
-75.7%
37
-73.9%
0.00%
-100.0%
Q2 2023$8,689
-1.2%
1420.0%0.00%0.0%
Q1 2023$8,797
+3.9%
1420.0%0.00%0.0%
Q4 2022$8,469
-23.0%
142
-33.3%
0.00%
-50.0%
Q3 2022$11,000
-8.3%
2130.0%0.00%0.0%
Q2 2022$12,000
-40.0%
213
-35.5%
0.00%
-33.3%
Q1 2022$20,000
-4.8%
3300.0%0.00%0.0%
Q4 2021$21,000
+40.0%
330
+30.4%
0.00%0.0%
Q4 2020$15,000
+7.1%
2530.0%0.00%0.0%
Q3 2020$14,000
+7.7%
2530.0%0.00%0.0%
Q2 2020$13,000
-51.9%
253
-55.6%
0.00%
-50.0%
Q1 2020$27,000
-15.6%
5700.0%0.01%
-14.3%
Q4 2019$32,000
+3.2%
5700.0%0.01%0.0%
Q3 2019$31,000
+3.3%
5700.0%0.01%
+16.7%
Q2 2019$30,000
+3.4%
5700.0%0.01%0.0%
Q1 2019$29,0005700.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Slow Capital, Inc. 37,625$1,844,0000.94%
InterOcean Capital, LLC 77,025$3,775,0000.44%
Madden Advisory Services, Inc. 11,092$543,0000.34%
Affiance Financial, LLC 6,700$328,0000.25%
PFG Advisors 5,748$282,0000.25%
Perigon Wealth Management, LLC 15,228$746,0000.22%
IHT Wealth Management, LLC 16,715$819,0000.21%
PICTET BANK & TRUST Ltd 10,400$510,0000.17%
American Financial Network Advisory Services LLC 19$250,0000.14%
Hilltop Holdings Inc. 12,762$625,0000.13%
View complete list of ISHARES TR shareholders